MYLEDGERChart of accounts & the ledger
Account usage counts
See how many transactions and journals use each account before you delete or merge it.
The problem it solves
Deleting an account that still has postings breaks the books.
How it works
- Choose an account to delete or merge.
- See how many postings use it.
- Decide with that information.
What your practice gets
- No accidental loss of postings.
- Informed clean-ups.
- Safer merges.
Questions accountants ask
What is counted?
Transactions and journals using the account.
Can I still merge?
Yes. Merging moves postings.
Where is it shown?
When you delete or merge.
Related features
Features that work alongside account usage counts.
Chart of accounts
View, add, rename, reorder, merge and delete accounts, and apply tax return labels, for each client.
VideoCoding rules
Per-client rules that code transactions matching a description to an account, with AI-generated rules and bulk editing.
Practice default charts
Set your firm's standard chart for each entity type, which new clients inherit; edit or reset it any time.
VideoTransaction ledger
Every transaction for the client is kept in one ledger that all MYLEDGER screens read from and write to.
Tracking categories (Segments)
Create tracking categories, such as location, department, job or cost centre, tag transactions and split the P&L and Balance Sheet into a column per option.
VideoRemembered segment view
MYLEDGER remembers how you prefer to view tracking categories for each client between sessions.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.